Monetary Management Corporation

CONNECT

Address:

1 Embarcadaro Center STE 4100
San Francisco, CA 94111

Phone:

415.981.9200

Fax/Other:

415.981.9211

Our Firm

 

 

 

 

Firm Overview


Monetary Management Corporation (MMC) has been managing both individual and institutional accounts for clients since 1989. The company uses a growth style of investing based on a proprietary earnings formula and is based in the financial district of San Francisco in the Embarcadero Center.  Stevenson Browne, the company founder and president, developed an earnings based stock selection process that has produced superior returns since the firm's inception.  MMC provides a unique client focused approach to investment management, providing individual service and superior returns, thus helping clients realize their financial goals.

 

Following is a description of the investment strategies used by Monetary Management:

Multi Cap Earnings Growth Long Portfolio

Using our in-house earnings based stock selection process, Monetary Management creates a separate account portfolio for clients. This portfolio aims to outperform the S&P by 5% to 10% a year and, as a result, may be more volatile than the S&P 500. This portfolio is ideal for investors that have a time horizon of 5 to 10 years and average risk tolerance.  Investors should consider this portfolio for the following accounts and asset classes: 

  • The Growth portion of an asset allocation strategy
  • The Mid Cap Equity portion of an asset allocation strategy
  • Individuals, Trusts,  Family Limited Partnerships, and Foundations with an investment horizon of 5 years or more
  • Retirement Accounts

 

High Yield Dividend Portfolio

Using our in-house earnings based stock selection process, Monetary Management creates a separate account portfolio for clients. This portfolio aims to provide annual income of 5% or higher while growing and protecting principal. This strategy only invests in stocks that pay a dividend but still uses the same earnings based stock selection process. Investors should consider this portfolio for the following accounts and asset classes: 

  • The Conservative Growth portion of an asset allocation strategy
  • The Mid Cap Equity portion of an asset allocation strategy
  • As a replacement of a Corporate Bond Portfolio

 

Market Neutral Portfolio

Using our in-house earnings based stock selection process, the Market Neutral portfolio seeks to maximize long–term absolute returns while minimizing exposure to general stock market risk by maintaining equal dollar amounts in both long and short positions. The portfolio is ideal for investors who wish to protect the principal value of the portfolio and make a consistent return in all market conditions. Investors should consider this portfolio for the following accounts and asset classes:

  • The long/short portion of an asset allocation strategy
  • The Mid Cap Equity portion of an asset allocation strategy
  • Trusts, Family Limited Partnerships, and Foundations with an investment horizon of 3 years or more

 

Multi Cap Earnings Growth Hedged Portfolio

Using our in-house earnings based stock selection process, this portfolio aims to perform in line with the S&P 500. The portfolio uses a combination of uncovered call options, short stock postiions, and exchange traded funds to hedge the long side of the portfolio. The client can determine the hedging level per account. This portfolio is ideal for investors who wish to protect the principal value of the portfolio and make a consistent return in all market conditions. Investors should consider this portfolio for the following accounts and asset classes:

  • The long/short portion of an asset allocation strategy
  • The Mid Cap Equity portion of an asset allocation strategy
  • Trusts, Family Limited Partnerships, and Foundations with an investment horizon of 5 years or more
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Check the background of this financial professional on FINRA's BrokerCheck